Report Browser

Report Browser contains features and layout panels for building extraction models and exporting extracted data.

There are two main panels in a Report Browser panel:

Model Layout panel
Data Export Settings panel

Model Layout

The Model layout panel displays the layout of your report model or extraction template. It contains data regions and fields built according to a custom extraction logic.

You can add and delete regions and fields, edit their properties, and export data directly to an excel sheet, a CSV file, or a database table using the options available in this window.

In the figure below, you can see an extraction model that has a hierarchical structure. This model contains a single instance region (Account_Info) as well as collection regions (Orders_Info and Order_Details).

There are icons placed at the top of the Model Layout panel. These icons enable you to perform various tasks. A brief description for each of these icons is given in the table below:

Icon

Name

Purpose & Functionality

Add Single Instance Data Region

Adds a new single instance data region

Add Collection Data Region

Adds a new colleciton data region

Delete Region

To delete a selected data region

Create New Export Setting and Run (to Excel)

To export extracted data to an excel file

Data Export Settings

Options provided in the Data Export Settings panel enable users to export data to an Excel sheet, a CSV file, or a database table. The exported data can then be used in various flow documents (a dataflow, a workflow, or a subflow).

The icons placed on the top of the Data Export Settings panel perform different functions related to data export. A brief description for each of these icons is given in the table below:

Icon

Name

Purpose & Functionality

Create New Export Setting and Run

To export extracted data to an excel, CSV or a database table.

Preview Selected Export

Displays a preview of the selected export

Run Selected Export

Runs the selected export setting

Edit Export Setting

Allows editing the selected export setting

Remove Export Setting